IFP Advisors’s Virtus Private Credit Strategy ETF VPC Stock Holding History

IFP Advisors’s Portfolio VPC Stock Details VPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,869	Closed	-$43.4K	–	5293
2026 Q1	$43.4K	Buy	+2,869	New	+$47.8K	﹤0.01%	2329
2023 Q4	–	Sell	-10,625	Closed	-$228K	–	3358
2023 Q3	$228K	Hold	10,625	–	–	0.01%	905
2023 Q2	$220K	Buy	10,625 +8,425	+383%	+$173K	0.01%	970
2023 Q1	$54.5K	Hold	2,200	–	–	﹤0.01%	1528
2022 Q4	$55K	Hold	2,200	–	–	﹤0.01%	2173
2022 Q3	$55K	Hold	2,200	–	–	﹤0.01%	2298
2022 Q2	$55K	Hold	2,200	–	–	﹤0.01%	2104
2022 Q1	$55K	Buy	2,200 +1,200	+120%	+$30.3K	﹤0.01%	2104
2021 Q4	$25K	Hold	1,000	–	–	﹤0.01%	1848
2021 Q3	$25K	Hold	1,000	–	–	﹤0.01%	1895
2021 Q2	$25K	Sell	1,000 -55	-5%	-$1.36K	﹤0.01%	1838
2021 Q1	$24K	Hold	1,055	–	–	﹤0.01%	1780
2020 Q4	$21K	Buy	1,055 +55	+6%	+$1.06K	﹤0.01%	1786
2020 Q3	$18K	Hold	1,000	–	–	﹤0.01%	1694
2020 Q2	$17K	Buy	+1,000	New	+$17K	﹤0.01%	1626

Other funds holding VPC

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IFP Advisors's VPC Position: Q2 2026 in Review

IFP Advisors sold out of Virtus Private Credit Strategy ETF (VPC) in Q2 2026, closing a stake of 2,869 shares — an estimated $43.4K sold.

IFP Advisors first reported a position in VPC in Q2 2020 and held it in 15 quarters. The position peaked at $228K in Q3 2023. 19 funds tracked by Wall St. Rank hold VPC as of Q2 2026.

IFP Advisors reported no remaining Virtus Private Credit Strategy ETF position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 2,869 Virtus Private Credit Strategy ETF shares in Q2 2026, an estimated $43.4K.
IFP Advisors first reported a position in Virtus Private Credit Strategy ETF in Q2 2020 and held it in 15 quarters.
IFP Advisors's Virtus Private Credit Strategy ETF position peaked at $228K in Q3 2023.
19 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.